How to Get Return Real Estate Clients in 5 Easy Steps

A chalkboard with footsteps and the words the next step.Congratulations! Your client finally closed on their home! After all of that work, it’s time to deposit your commission check and call it a day. Your relationship with that particular client is done, right?

Yeah, you know it’s not—otherwise what would be the point of this blog post? 😉

The second your client closes, they shoot right back up to the top of the sales funnel. Your piping hot lead has just become a cold lead. Follow these easy action items, and these clients will be warm leads that are ready to work with you when it comes time to move again.

1. Change Their Status

The first step is to go into DaknoAdmin and change your client’s status to “converted.” This will notify both you and DaknoAdmin that this is a client you’ve already successfully done business with. That way, when you want to send a message out to all former clients, you can filter by who’s converted in order to reach out.

a screenshot of a DaknoAdmin contact card with a red arrow pointing to the status section that says converted.

2. Add Appropriate Tags

Tagging your clients appropriately will allow you to sort your clients so you can more specifically market to them. Use tags that will let you know whether or not they were a buyer or seller and that they’ve closed. Tag buyers something like “Closed – Buyer” and sellers as something like “Closed – Seller.”

3. Add Them to the Appropriate Email Drip Campaign

You might not have the time to follow up with all of these clients personally, so that’s where email marketing comes in! Write an email marketing followup campaign that will do the reaching out for you. Reaching out every month or so is a great way to keep your relationship with your client going.

If you don’t have time to write your own, be sure to use the ones saved in the DaknoAdmin Marketing Vault. We have two brand new drip campaigns created specifically for past clients: followup:

  • Converted Buyers – Followup Drip Campaign
  • Converted Sellers – Followup Drip Campaign

Adding your closed clients to these campaigns will save you a ton of time on your followup and ensure that your clients keep you in mind.

4. Create recurring calendar reminders

a screenshot of the calendar reminder section of DaknoAdmin.With DaknoAdmin, you can go in and add recurring calendar reminders to have you reach out to past clients on holidays and milestones in their lives. Just select your client in DaknoAdmin and scroll down to where it says “Calendar.” You can add in special dates such as house-iversaries (the date they bought their house), birthdays, or anniversaries.

When you get the alert about their house-iversary, send them a personal email or greeting card. This will help foster a continued relationship, so that when they’re ready to buy their next home, they’ll think of you first!

5. Add a client note with important details

In DaknoAdmin, if you choose a contact and select “Edit Info,” you’ll see a big box for “Contact Notes.” I’d recommend adding information about this client that you won’t want to forget!

screenshot of DaknoAdmin contact with red arrow pointing to edit info.

For example, you might create a client note like this: “Purchased 123 Road Street. Loves Tudor style homes, mentioned wanting to one day be able to afford a home with lots of acreage. Is a huge fan of the Carolina Panthers.”

You can also mention family relations: “Wife’s name is Sandra, has 3 children: Ian (3), Jack (7), and Stacey (10).”

Make sure to use this information to make your followup more personal. For instance, you can strike up a conversation with this person by sending them listings of Tudor homes you think they’ll like or by talking about the game!

Master the Followup

By following these steps, you’ll be setting yourself up for success with your closed clients. You’ll be keeping yourself top of mind, so that when it comes time to buy their next home, they’ll turn to you right away.

Of course, if you’re looking for additional marketing expertise and guidance, talk with your account manager about marketing strategies that will increase your business. Not on a marketing package? Contact any member of our sales team to learn more!

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